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QBO Video Training

Projects, Progress Invoicing, Job Costing Course


Course
Alicia Pollock

QuickBooks Online’s Projects Center has new tools for construction and project management bookkeeping, including Estimates, Progress Invoicing, and Job Costing.

Course Description:

When you work in the trades, QuickBooks® can be daunting. In this class specific to construction and project-based jobs, we’ll cover Estimates, Progress Invoicing, Change orders, taking Deposits, receiving partial Payments, billing for time and materials, and Job Costing.

QuickBooks Online’s new Projects Center has the tools you need for construction and other project management bookkeeping. QBO helps with cost accounting, including time & materials contracts, and percentage of completion, and at-a-glance profitability reports.

 

Instructional Level

Beginner through Advanced 

Course Length

3 hours 

Course Credits

3 CPE, Certificate of Completion

Requirements 

  • Our "QBO® Fundamentals" course, or
  • Prior experience with QuickBooks® Online.

 

Who should take this class?

  • Businesses who work in the field

  • Businesses that write estimates or bid on jobs, take deposits for work to be performed, take partial payments as work is completed, and want to determine which services and customers make the most profit

  • Bookkeepers and Accountants who wish to brush up on their skills

 

What You’ll Learn

  • Projects Center
  • Creating estimates
  • How to track change orders
  • Progress invoicing
  • Taking deposits
  • Managing partial payments
  • Issuing customer statements
  • Making time and materials expenses billable to customers
  • Creating Journal Entries for payroll and expense job costing (and class costing)
  • Creating $0 Paychecks for Owner's time
  • Running job costing reports

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout here

2. Watch the Videos: Projects, Progress Invoicing, Job Costing

In this class specific to construction and other project-related businesses, we’ll cover Projects, Estimates, Progress Invoicing, Change Orders, taking Deposits, receiving partial Payments, and Job Costing.

Setting up QBO for Job Costing
Exploring the Project Center
Estimates, Progress Invoicing, and Receiving Payments
Customer Deposits
Job Costing Your Labor and Expenses
Journal Entries, Classes, and Reports
Budgeting

3. Take the Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Projects and Job Costing Quiz Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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